BAYFIRST FINANCIAL CORP (BAFN) is held by 12 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC as of Q1 2026.

Are institutions buying or selling BAFN?

In Q1 2026, 8 institutions opened or increased positions in BAYFIRST FINANCIAL CORP while 3 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BAFN?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for BAYFIRST FINANCIAL CORP.

How many hedge funds hold BAFN?

12 institutional investors report holding BAYFIRST FINANCIAL CORP (BAFN) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BAFN?

As of Q1 2026, tracked institutions in BAYFIRST FINANCIAL CORP show 8 buyers versus 3 sellers — net inflows.

BAYFIRST FINANCIAL CORP

BAFN·07279B104·US·Common Stock·Financial Services - Banks - Regional-13D/G

Holders

Avg rating(4 Elite)

$3M

Total Value

73% (15)

Fund Consensus

8 buying - 3 selling

Smart Money Verdict

View all

Held by 12 funds

4 elite

Who's Trading

ActivistIRINTERPLUS RE Ltd5.4%May 20, 2026

InsiderZGZernick Thomas GerardOther 226.833 shMay 7, 2026

InsiderOLOliver Robin LeighOther 45.367 shMay 7, 2026

InsiderMJMcKim Scott JosephOther 45.367 shMay 7, 2026

InsiderZGZernick Thomas GerardOther 0.224 shFeb 19, 2026

InsiderMJMcKim Scott JosephOther 0.831 shFeb 19, 2026

InsiderOLOliver Robin LeighOther 0.167 shFeb 19, 2026

InsiderBSBerset Derek StevenSell $2.9May 15, 2025

InsiderZGZernick Thomas GerardBuy $5KMay 1, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	New	148,635	$943,832	0.0%	-13.14%	38
FIRST MANHATTAN CO. LLC.	Unchanged	127,926	$812,330	0.0%	-73.67%	0
BlackRock, Inc.	Increased	51,735(+4.8%)	$328,518	0.0%	-58.12%	17
GEODE CAPITAL MANAGEMENT, LLC	Increased	44,153(+11.3%)	$280,435	0.0%	-60.75%	18
STIFEL FINANCIAL CORP	Increased	31,200(+34.5%)	$198,120	0.0%	-47.36%	29
VFVANGUARD FIDUCIARY TRUST CO	New	21,166	$134,404	0.0%	-13.14%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	19,790	$125,667	0.0%	-13.14%	34
CITADEL ADVISORS LLC	New	12,911	$81,985	0.0%	-13.14%	33
LPL Financial LLC	Unchanged	12,821	$81,413	0.0%	-52.33%	0
VGVanguard Global Advisers, LLC	New	1,412	$8,966	0.0%	-13.14%	26
JONES FINANCIAL COMPANIES LLLP	Unchanged	343	$2,175	0.0%	-47.73%	0
MORGAN STANLEY	Unchanged	179	$1,137	0.0%	-47.95%	0
UBS Group AG	Exited	0(-100.0%)	$1,170	0.0%	-58.95%	0
NORTHERN TRUST CORP	Exited	0(-100.0%)	$266,099	0.0%	-60.43%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$31	0.0%	-48.58%	0